Position in SHEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,763,333
-$3,561,745 QoQ
Shares Held
680,466
+12.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#63
of 1,527 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Derivatives in SHEL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,946,520
PutShares
38,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $1,553,142,003 across 12 Oil & Gas Integrated names. SHEL ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
6,261,900 | $856,126,967 | |
| 2 | CVX |
Chevron Corp
|
2,991,482 | $495,868,055 | |
| 3 | SHEL |
Shell plc
This page
|
680,466 | $52,763,333 | |
| 4 | TTE |
TotalEnergies SE
|
561,370 | $43,652,130 | |
| 5 | NFG |
National Fuel Gas Co
|
418,447 | $32,308,292 | |
| 6 | SU |
Suncor Energy Inc
|
471,137 | $25,290,634 | |
| 7 | IMO |
Imperial Oil Ltd
|
123,262 | $13,807,809 | |
| 8 | CVE |
Cenovus Energy Inc.
|
528,404 | $13,109,703 |
All Filings in SHEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,763,333 | 680,466 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $2,946,520 | 38,000 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $56,325,078 | 605,646 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $27,341,320 | 372,092 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $34,391,194 | 480,794 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $32,842,602 | 466,448 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $37,650,604 | 513,791 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $29,911,427 | 477,437 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,041,410 | 576,822 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $39,581,779 | 548,376 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $33,120,775 | 494,045 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $32,934,874 | 500,530 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $36,273,172 | 563,423 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $34,771,211 | 575,873 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $34,935,410 | 607,150 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $27,566,077 | 484,040 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,266,413 | 266,608 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $12,459,660 | 238,280 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,660,481 | 121,254 | Shares | Defined | 2022-05-23 | |
| No filing history on record for this holder in this stock. | ||||||